Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$29.2M
3
+$24.3M
4
FDX icon
FedEx
FDX
+$23.8M
5
TGT icon
Target
TGT
+$23.5M

Top Sells

1
+$19.7M
2
+$15.7M
3
+$15.6M
4
JNS
Janus Capital Group Inc
JNS
+$13.5M
5
XRX icon
Xerox
XRX
+$12.8M

Sector Composition

1 Healthcare 12.29%
2 Technology 11.8%
3 Financials 10.71%
4 Industrials 10.17%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$15K ﹤0.01%
95
652
$15K ﹤0.01%
265
653
$15K ﹤0.01%
210
654
$15K ﹤0.01%
370
-10
655
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135
+101
656
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400
657
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277
658
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270
659
$14K ﹤0.01%
945
+445
660
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251
-97
661
$14K ﹤0.01%
413
662
$14K ﹤0.01%
210
663
$14K ﹤0.01%
+1,004
664
$14K ﹤0.01%
180
665
$14K ﹤0.01%
3,200
666
$14K ﹤0.01%
80
+77
667
$14K ﹤0.01%
880
668
$14K ﹤0.01%
280
669
$14K ﹤0.01%
100
670
$14K ﹤0.01%
500
671
$14K ﹤0.01%
1,404
672
$14K ﹤0.01%
392
+354
673
$14K ﹤0.01%
203
674
$14K ﹤0.01%
240
675
$14K ﹤0.01%
193
+186
25 26
27
28 29